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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,208 hedge funds and large institutions have $100B invested in Bristol-Myers Squibb in 2020 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 887 increasing their positions, 909 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,208
Holders Change
+25
Holders Change %
+1.15%
% of All Funds
44.67%
Holding in Top 10
93
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.45%
% of All Funds
1.88%
New
136
Increased
887
Reduced
909
Closed
91
Calls
$1.25B
Puts
$1.38B
Net Calls
-$126M
Net Calls Change
+$11.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.81B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$192M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$134M
5
Bessemer Group
Bessemer Group
New Jersey
+$132M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$779M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$583M
3
Goldman Sachs
Goldman Sachs
New York
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$382M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
2151
Atlas Private Wealth Management
New York
$36K -$36K -600 -50%
JIR
2152
James Investment Research
Ohio
$36K – – –
RTC
2153
Riverview Trust Company
Washington
$34K – – –
CCA
2154
Column Capital Advisors
Indiana
$32K -$3.66K -61 -10%
SIAS
2155
Shine Investment Advisory Services
Colorado
$32K -$2.96K -49 -8%
SFPG
2156
Stonebridge Financial Planning Group
Florida
$31K – – –
WAS
2157
Winch Advisory Services
Wisconsin
$31K +$3K +49 +11%
CCM
2158
Cribstone Capital Management
Maine
$30K -$9.74K -162 -25%
GIC
2159
Gantzert Investment Company
Illinois
$30K – – –
HWM
2160
HighMark Wealth Management
Minnesota
$30K – – –
RG
2161
Retirement Group
California
$27K +$11K +181 +69%
BCM
2162
Birch Capital Management
Texas
$26K – – –
MWP
2163
Meridian Wealth Partners
Pennsylvania
$26K +$5.46K +91 +27%
Kayne Anderson Rudnick Investment Management
2164
Kayne Anderson Rudnick Investment Management
California
$26K +$18.4K +302 +242%
SFG
2165
Sowa Financial Group
Rhode Island
$25K – – –
BEI
2166
Benjamin Edwards Inc
Missouri
$25K +$604 +10 +2%
FP
2167
Fiduciary Planning
Florida
$25K +$25K +409 New
CA
2168
Centerpoint Advisors
Massachusetts
$23K – – –
QCMC
2169
Quantum Capital Management (California)
California
$22K +$1K +17 +5%
AWA
2170
Artemis Wealth Advisors
New York
$21.1K – – –
DI
2171
Disciplined Investments
Oklahoma
$21K -$2.06K -34 -9%
IWP
2172
IAG Wealth Partners
Wisconsin
$21K – – –
MF
2173
Manchester Financial
California
$19K – – –
GWMIA
2174
Global Wealth Management Investment Advisory
Florida
$17K -$110K -1,800 -87%
RBC
2175
Roble Belko & Company
Pennsylvania
$16K -$18.4K -300 -53%
85 86
87
88 89